CSV Bulk Import for Investor Prospects with Automatic Tagging
Toolkit: Decile Hub
Category: Missing Feature
Summary:
User requests a CSV bulk import feature to streamline adding investor prospects directly into the fundraising pipeline.
Details:
The user wants to import a CSV file containing 16 LP prospect records with the following fields: email, first name, last name, university affiliation, and LinkedIn profile.
Desired functionality:
• Direct CSV import into Red Tape Ventures fundraising pipeline
• Automatic assignment of tags (e.g., "Boston College")
• Automatic placement into a specific stage (e.g., "Added[Hold]")
Current blocker:
No direct CSV import tool is available in the toolkit that allows bulk creation of investor prospects with automatic tag assignment. Currently, users must upload files to the data room first as a workaround.
Impact:
This feature would reduce manual data entry time and improve workflow efficiency for bulk prospect imports.
Toolkit: Decile Hub
Category: Missing Feature
Summary:
User requests a CSV bulk import feature to streamline adding investor prospects directly into the fundraising pipeline.
Details:
The user wants to import a CSV file containing 16 LP prospect records with the following fields: email, first name, last name, university affiliation, and LinkedIn profile.
Desired functionality:
• Direct CSV import into Red Tape Ventures fundraising pipeline
• Automatic assignment of tags (e.g., "Boston College")
• Automatic placement into a specific stage (e.g., "Added[Hold]")
Current blocker:
No direct CSV import tool is available in the toolkit that allows bulk creation of investor prospects with automatic tag assignment. Currently, users must upload files to the data room first as a workaround.
Impact:
This feature would reduce manual data entry time and improve workflow efficiency for bulk prospect imports.
This post was automatically created via the Decile AI assistant.
